Salesforce Essentials Reviews

Lloyd E.Mid-Market(51-1000 emp.)

5.0

Salesforce has such a robust library of documentation and an incredibly active community. The trailhead platform is unparalled. Getting up to speed on the platform is a breeze. Review collected by and hosted on G2.com.

Joel G.Mid-Market(51-1000 emp.)

5.0

Support from the Salesforce technical team has been timely and effective. Review collected by and hosted on G2.com.

Manoj S.AGM IT

5.0

Salesforce Deals Cloud has been extraordinary for our business activities. Its easy to understand interface smoothed out our client information the board, supporting group efficiency. The lead following element, specifically, was a champion, empowering us to fundamentally further develop our change rates. In our monetary administrations division, the definite client profiles were particularly advantageous, improving our client commitment and fulfillment. The deals estimating devices ended up being surprisingly exact, helping our assembling unit in adjusting creation to showcase request all the more productively. Review collected by and hosted on G2.com.

Lloyd E.Mid-Market(51-1000 emp.)

5.0

As the product changes, it feels like they've dedicated less time to creating documentation. I still find their documentation to be best in class, but it feels like it's beggingin to fall in many areas. Review collected by and hosted on G2.com.

Joel G.Mid-Market(51-1000 emp.)

5.0

For an organization with long-standing processes you may find it more difficult to customize Salesforce to match your existing processes since it is built around a more modern approach to business technology. In most cases this has not been a major issue but we have built some customization to merge the two conceptual approaches. Review collected by and hosted on G2.com.

Manoj S.AGM IT

5.0

Salesforce Deals Cloud is a vigorous stage, however it accompanies a couple of contemplations. For new clients, there's an expectation to learn and adapt because of its broad highlights, however this likewise implies more noteworthy capacities once dominated. Review collected by and hosted on G2.com.

Katelynn M.Fund-Raising

5.0

Overall this is a great product. As a grant manager I use this to record all of my interactions with funders and potential funders and it has been the easiest to use product that I have used over my decade of experience.

Hailey G.Health, Wellness and Fitness

5.0

No Comments

Emily F.Retail

5.0

No Comments

Elizabeth D.Financial Services

1.0

Bait and switch. Passing the buck. You get handed off to multiple "Teams". Almost every time...there is an additional charge for that "Teams" services. And then there is a recommendation of the implementation team for integration to make everything work that doubles the monthly cost of the platform. You have to pay part of the monthly cost up upfront to even get to the integration team. We are out $12,000 and never got to use the platform because it would not integrate with our Custodian, Fidelity. (We told them upfront -multiple times- who our custodian was and were not informed of this.) BEWARE!

DAVID T.Nonprofit Organization Management

1.0

Very disappointed.

Audrey M.Higher Education

2.0

No Comments

Melanie ZehrVP of Operations

10.0

We use SalesforceIQ to track our engagement with out customer base. We use it across parts, sales and service. It has helped us address communication within as multiple people deal with customer locations.
Tracking phone calls is extremely easy when using the app on the iphone. After a phone call is complete it prompts the user to enter in call details. SalesforceIQ also automatically logs emails for us. This has saved us time from entering in information manually. SalesforceIQ was easy to set up and allowed us customization for fields that were relevant to our business.

Verified UserRepresentative

9.0

It is a great CRM solution, used briefly by our Sales team. We were exploring alternatives to ZohoCRM.
CRM Managment Streamlining Sales Funnel Providing data sets and analytics

Verified UserRepresentative

9.0

It is a great CRM solution, used briefly by our Sales team. We were exploring alternatives to ZohoCRM.
Price point for smaller startups. Not budget friendly.

Melanie ZehrVP of Operations

10.0

We use SalesforceIQ to track our engagement with out customer base. We use it across parts, sales and service. It has helped us address communication within as multiple people deal with customer locations.
SalesforceIQ has some reporting items that are a little harder to easily uncover but I have found work arounds or manually created reporting to get that information, such as number of times a salesperson was at a location. Some of the upgrade items I would like to see are available in salesforce sales cloud that allow easier automation for marketing.

Clayton C.Database Manager

3.0

I have over 5 years of experience with Salesforce, we used it when I was a production designer for a print and graphics firm. We loved it, but yet we experienced some of these same hardships in this company I am with now, the transition and tailoring to what we do specifically is just not there. It is up to us as employees to make the software work the most productive for us, and that should not be expected from us when we have sales and other projects to handle ourselves.

Kaitlyn V.Partner and sales associate

5.0

Being a small business we need a CRM that won't break the bank. We need to keep every customer we have, so the customer experience is paramount. We need to get as much information out of every sale and customer interaction as we can, and we need to accelerate sales. Salesforce essentials has done all of this for us. There are things that I would improve.

Rick K.Owner

5.0

It's been great. We've been super happy with it and my personal favorite part is being able to do so much from my phone. I remember the days of having to wait to get in front of a computer to update your database and that's just not the case any longer.

Katelynn M.Grant Manager

5.0

Overall this is a great product. As a grant manager I use this to record all of my interactions with funders and potential funders and it has been the easiest to use product that I have used over my decade of experience.

Kenneth T.Ops Manager

5.0

This was an awesome experience and an essential for an organization hoping to more readily attract and hold clients on the web

Janet W.Project Manager

4.0

Classic is great and very easy to get to info.

davidschwartz88

2.0

We paid so much money for this system. We tried to get out for years but we could never get complete set of our data unless we paid $25K! The system is nice but too expensive, the support is arrogant and the billing is crooked!

Nasch

2.0

If you are not a recession right now, this might be a thing for you. Just like Adobe or Microsoft this company also abuses its market position for manipulation. Could aswell pay oracle or SAP to waste money.

remcovanderpluijm

5.0

The No. 1 CRM tool and appstore with all the relevant business apps to integrate with Salesforce.